Lee Brookes
02/20/2025, 9:50 AMCeligo AI
02/20/2025, 9:50 AMAI generated answer (using internal Slack threads):Based on the conversations, it seems that it is not directly possible to search via the vendor name in the payee field, not just the vendor id. The payee field in NetSuite is designed to return both vendors and employees, and there isn't a global setting to change this behavior. However, there are a few workarounds that you can consider: 1. You can modify the vendor record to add a suffix or prefix (like '(Vendor)') to the vendor name. This would allow users to visually differentiate between vendors and employees when selecting a payee. However, this approach might not be feasible if you have a large number of vendors. 2. If you are creating a saved search, you can separate the vendor name and vendor id by adding both fields to the results set. If you're starting with a transaction search (like vendor bills), you can select the name and id/number fields from the related records (those with 3 dots at the end). 3. In a Bill saved search, you can display just the vendor name by looking directly to the Vendor record (Vendor:Name). However, this field isn't an option in the available filters. You can use the 'Name/ID' field as a filter, but it will show all entity type records in the dropdown. Remember, these are just workarounds and might not fully address your needs. You might need to consider custom scripting or workflows if these solutions are not sufficient. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
02/20/2025, 9:51 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849481761
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840589166
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837298572
Celigo AI
02/20/2025, 9:51 AM